Ifp Advisors, Inc First Tr Value Line Divid Inde Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ifp Advisors, Inc holds 233,991 shares of FVD stock, worth $10.6 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

233,991

Previous 237,802 1.6%

Holding current value

$10.6 Million

Previous $10.8 Million 5.6%

% of portfolio

0.35%

Previous 0.41%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$43.4 - $46.7 $165,397 - $177,973	-3,811 Reduced 1.6%	233,991 $10.2 Million
Q3 2024 Feb 04, 2025	SELL	$40.45 - $45.49 $1.19 Million - $1.34 Million	-29,362 Reduced 10.99%	237,802 $10.8 Million
Q2 2024 Jul 30, 2024	SELL	$39.94 - $42.43 $2.28 Million - $2.42 Million	-56,982 Reduced 17.58%	267,164 $10.9 Million
Q1 2024 Jul 30, 2024	SELL	$39.94 - $42.23 $662,085 - $700,046	-16,577 Reduced 4.87%	324,146 $13.7 Million
Q4 2023 Jan 09, 2024	BUY	$36.09 - $40.63 $844,469 - $950,701	23,399 Added 7.37%	340,723 $13.8 Million
Q3 2023 Oct 12, 2023	BUY	$37.39 - $41.11 $499,193 - $548,859	13,351 Added 4.39%	317,324 $11.9 Million
Q2 2023 Aug 04, 2023	BUY	$38.66 - $40.72 $194,962 - $205,350	5,043 Added 1.69%	303,973 $12.2 Million
Q1 2023 Apr 18, 2023	SELL	$38.43 - $41.37 $3.96 Million - $4.26 Million	-103,016 Reduced 25.63%	298,930 $12 Million
Q4 2022 Feb 07, 2023	BUY	$35.61 - $41.46 $47,824 - $55,680	1,343 Added 0.34%	401,946 $12.4 Million
Q3 2022 Nov 08, 2022	BUY	$35.79 - $42.23 $635,773 - $750,173	17,764 Added 4.64%	400,603 $12.4 Million
Q2 2022 Sep 06, 2022	BUY	$37.24 - $43.02 $13.9 Million - $16 Million	372,735 Added 3688.98%	382,839 $11.8 Million
Q2 2022 Aug 12, 2022	SELL	$37.24 - $43.02 $13.9 Million - $16 Million	-372,735 Reduced 97.36%	10,104 $308,000
Q1 2022 Sep 06, 2022	BUY	$39.95 - $43.09 $5.85 Million - $6.31 Million	146,423 Added 61.93%	382,839 $16.2 Million
Q1 2022 Aug 08, 2022	BUY	$39.95 - $43.09 $790,450 - $852,578	19,786 Added 9.13%	236,416 $10 Million
Q4 2021 Jan 12, 2022	BUY	$39.46 - $43.04 $177,214 - $193,292	4,491 Added 2.12%	216,630 $9.45 Million
Q3 2021 Oct 06, 2021	BUY	$39.2 - $41.72 $304,623 - $324,206	7,771 Added 3.8%	212,139 $8.46 Million
Q2 2021 Jul 13, 2021	SELL	$38.16 - $40.72 $90,133 - $96,180	-2,362 Reduced 1.14%	204,368 $8.12 Million
Q1 2021 Apr 30, 2021	BUY	$34.56 - $38.32 $509,068 - $564,453	14,730 Added 7.67%	206,730 $7.84 Million
Q4 2020 Jan 25, 2021	BUY	$31.33 - $35.27 $286,575 - $322,614	9,147 Added 5.0%	192,000 $6.72 Million
Q3 2020 Oct 29, 2020	BUY	$29.87 - $32.88 $716,282 - $788,462	23,980 Added 15.09%	182,853 $5.74 Million
Q2 2020 Aug 05, 2020	SELL	$26.27 - $33.19 $6.61 Million - $8.36 Million	-251,796 Reduced 61.31%	158,873 $4.76 Million
Q1 2020 May 12, 2020	BUY	$23.88 - $36.88 $6.8 Million - $10.5 Million	284,712 Added 226.04%	410,669 $11.5 Million
Q4 2019 Jan 17, 2020	SELL	$33.78 - $36.07 $3.74 Million - $3.99 Million	-110,582 Reduced 46.75%	125,957 $4.54 Million
Q3 2019 Nov 07, 2019	BUY	$32.88 - $35.03 $4.28 Million - $4.56 Million	130,127 Added 122.29%	236,539 $8.21 Million
Q1 2019 May 15, 2019	SELL	$28.59 - $32.53 $822,305 - $935,627	-28,762 Reduced 21.28%	106,412 $3.46 Million
Q4 2018 Jan 23, 2019	SELL	$27.8 - $31.88 $319,588 - $366,492	-11,496 Reduced 7.84%	135,174 $3.93 Million
Q3 2018 Oct 25, 2018	SELL	$30.25 - $32.16 $1.83 Million - $1.95 Million	-60,648 Reduced 29.25%	146,670 $0
Q2 2018 Aug 07, 2018	BUY	$29.35 - $30.57 $980,935 - $1.02 Million	33,422 Added 19.22%	207,318 $0
Q1 2018 Jun 03, 2019	SELL	$29.04 - $31.85 $487,726 - $534,920	-16,795 Reduced 8.81%	173,896 $5.37 Million
Q1 2018 May 09, 2018	BUY	$29.04 - $31.85 $487,726 - $534,920	16,795 Added 9.66%	190,691 $0
Q4 2017 Jan 24, 2018	SELL	$29.86 - $31.21 $130,876 - $136,793	-4,383 Reduced 2.46%	173,896 $0
Q3 2017 Oct 30, 2017	BUY	$29.69 - $29.75 $719,002 - $720,455	24,217 Added 15.72%	178,279 $5.3 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-24,605 Reduced 13.77%	154,062 $4.51 Million
Q1 2017 Jun 03, 2019	BUY	N/A	21,082 Added 13.38%	178,667 $5.18 Million
Q4 2016 Jun 03, 2019	BUY	N/A	40,775 Added 34.91%	157,585 $4.42 Million
Q2 2016 Jun 03, 2019	BUY	N/A	10,398 Added 9.77%	116,810 $3.15 Million
Q1 2016 Jun 03, 2019	BUY	N/A	106,412	106,412 $3.46 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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